QuickBooks Online integration with CoachAccountable
How to Add new QuickBooks Online payments as payments in CoachAccountable
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new QuickBooks Online payments as payments in CoachAccountable" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CoachAccountable integrations
CoachAccountable actions
Nekton can use any feature that is available in CoachAccountable API.
Using our advanced AI, you can easily create custom automations for CoachAccountable.
Here are some typical actions you can do in your automated workflows.
Mark Action Done
Marks an existing client Action done.
Add New Client
Adds a new Client.
Add Client to Course
Adds a Client as a participant in one of your Courses.
Add Invoice Payment
Posts a payment to a Client Invoice.
Add New Action
Adds an action for a specific client.
Activate Client
Activates a Client.
About CoachAccountable
CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.